CFP, CIM, FMA, FCSImore
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Fax: (613) 271-1509
Building and maintaining trust is crucial for the success of any long-term relationship. This is why my number one priority is putting your best interests first. By making a sincere effort to understand your financial needs and goals, I can ensure that investment solutions are both customized and suitable for you.
Meeting your financial goals
Your investment selection may range from fixed income solutions to match short-term goals, equity-focused strategies for longer time horizons, or somewhere in between. Whether your priorities are growing your child's education fund, planning for retirement, protecting your estate, or reducing the risk of your portfolio without compromising return, CIBC Wood Gundy will provide objective advice best suited for your financial goals.
Put my experience to work for you
I have been committed to assisting individuals, families, small business owners and executives in reaching their financial goals for over a decade. My quality of advice, exceptional customer service, and dedication to the industry has led to eight "top performance" firm awards. It was not what I did, but how I did it - with passion, determination and a commitment to be the best.
Professional designations that make a difference
TheFellowship of the Canadian Securities Institute (FCSI)designation is recognized as the highest honour and most senior in the financial services industry. To receive this prestigious designation, I achieved the highest standards for advanced education, ethical conduct, relevant industry experience and solid endorsements from peers.
The Certified Financial Planner (CFP) designation is internationally recognized in 17 countries and requires rigorous standards in education, experience, examinations and ethics. This designation has provided me with a sound knowledge of budgeting and savings, taxes, investments, insurance, retirement, and estate planning. As with the FCSI, I am required to meet ongoing competency and regulatory requirements to maintain the designation.
Certified Investment Management (CIM) graduates are in demand in Canada as private client wealth management advisors. The CIM designation enhances my ability to implement complex strategies and investment policies, evaluate portfolio performance, and better serve sophisticated financial clients.
My fourth professional designation is the Financial Management Advisor (FMA) designation. It provides me with a solid understanding of advanced wealth management concepts, techniques, and solutions required to serve affluent clients that demand sophisticated strategies.